Brendel Financial Advisors LLC has disclosed 94 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-09-30. The current portfolio value is calculated to be $176.00 Mil. The turnover rate is 11%.
In Brendel Financial Advisors LLC's current portfolio as of 2024-09-30, the top 5 holdings are
Sherwin-Williams Co (SHW), Exxon Mobil Corp (XOM), Cintas Corp (CTAS), Walmart Inc (WMT), NextEra Energy Inc (NEE), not including call and put options.
Brendel Financial Advisors LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Brendel Financial Advisors LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Brendel Financial Advisors LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Brendel Financial Advisors LLC.